DCM

Dimension Capital Management Portfolio holdings

AUM $688M
1-Year Est. Return 16.6%
This Quarter Est. Return
1 Year Est. Return
+16.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$527K
3
+$281K
4
BA icon
Boeing
BA
+$207K
5
SGRY icon
Surgery Partners
SGRY
+$189K

Top Sells

1
+$2.93M
2
+$2.06M
3
+$1.84M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.44M
5
BABA icon
Alibaba
BABA
+$1.17M

Sector Composition

1 Financials 30.55%
2 Technology 3.12%
3 Consumer Discretionary 2.85%
4 Communication Services 1.82%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.06%
3,257
77
$148K 0.04%
2,745
78
$53K 0.02%
10,765
79
$45K 0.01%
14,814
-52,635
80
– –
-36,364
81
– –
-32,878
82
– –
-2,668
83
– –
-23,800
84
– –
-4,076
85
– –
-16,657
86
– –
-18,972
87
– –
-7,726
88
– –
-4,559
89
– –
-4,707
90
– –
-79,770
91
– –
-3,012
92
– –
-14,049
93
– –
-3,000
94
– –
-4,000
1 2 3
4